Chapter IV Investors

Chapter IV Investors

Chapter IV Investors was founded by David M. Weinberg, who previously served as a managing director at Angelo, Gordon & Co. and held senior roles at JPMorgan Chase. The firm's name references Chapter IV of the Internal Revenue Code, which governs corporate reorganizations, signaling its focus on structured transactions and recapitalizations. Weinberg's experience includes leading investments in the consumer, industrial, and business services sectors. The firm's investment strategy targets middle-market companies with EBITDA between $10 million and $100 million. Chapter IV Investors executes control buyouts, growth equity, and structured solutions such as preferred equity and convertible debt. The firm has completed transactions in the consumer goods, healthcare services, and niche manufacturing industries. Portfolio companies have included Legacy Supply Chain Services (a logistics provider) and Professional Medical Services (a healthcare support firm). Geographic focus is primarily the United States. The firm operates from a single office in New York City. Team size is estimated below ten professionals. Chapter IV Investors has not disclosed an externally verified AUM figure. The firm structures each deal as a separate vehicle, allowing for direct ownership and alignment with limited partners. Recent activity has not been publicly reported in detail. The firm's structural differentiator lies in its focus on structured transactions and recapitalizations under the technical framework of Chapter IV of the tax code. This targets situations where tax-efficient structuring is critical. The firm often partners with founders and management teams to provide liquidity without full control sales. This model reflects a hybrid between private equity and a family office, though no family office affiliation has been verified.